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Moog Inc. (MOG) Retirement Plan Reports 1.76M Class B Shares; 38.3% Stake

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
SCHEDULE 13G/A

Rhea-AI Filing Summary

Moog Inc. Retirement Savings Plan reports beneficial ownership of 1,755,855 shares of Moog Inc. Class B common stock, representing 38.3% of the Class B shares outstanding as of March 31, 2026.

The filing states the shares are allocated to plan participants and voted by the Trustee as directed by those participants; any unallocated shares are voted by the Trustee in the same proportion as allocated shares. The filing cites 4,584,214 Class B shares outstanding as of March 31, 2026.

Positive

  • None.

Negative

  • None.

Insights

Plan holds a large, participant-directed Class B stake that conveys substantial voting influence.

The Moog Inc. Retirement Savings Plan reports 1,755,855 Class B shares, equal to 38.3% of Class B outstanding as of March 31, 2026. The filing specifies that the Trustee votes shares as directed by participants and votes unallocated shares in proportion to allocated shares.

This structure means voting outcomes reflect participant-directed instructions rather than unilateral trustee discretion; subsequent participant elections or reallocations could alter voting patterns. Future filings may show changes in the plan's allocation or percent ownership.

Large concentrated holding may affect corporate voting dynamics at shareholder meetings.

The filing ties the 38.3% figure to a baseline of 4,584,214 Class B shares outstanding on March 31, 2026. The Trustee's voting protocol—participant direction for allocated shares and proportional voting for unallocated shares—is documented in the filing.

Because the position is substantial, any material shifts in participant allocations or Trustee voting policy would be noteworthy in subsequent disclosures; cash‑flow treatment is not addressed in the excerpt.

Beneficial ownership 1,755,855 shares Amount beneficially owned by the Moog Inc. Retirement Savings Plan
Percent of class 38.3% Percent of Class B outstanding as of March 31, 2026
Class B shares outstanding 4,584,214 shares Outstanding Class B shares cited as of March 31, 2026
Beneficial ownership regulatory
"Amount beneficially owned: 1,755,855"
Beneficial ownership means the person or entity that actually enjoys the benefits of owning shares or other assets — such as receiving dividends, voting rights, or price gains — even if the legal title is held in another name. For investors it matters because knowing who truly controls and profits from a company reveals who can influence decisions, exposes potential conflicts of interest or hidden concentration of power, and affects transparency and risk in the stock.
Sole dispositive power regulatory
"Sole power to dispose or to direct the disposition of: 1,755,855"
Sole dispositive power is the exclusive legal authority to decide what happens to a security — for example, whether to sell, transfer, or retain shares — without needing anyone else’s permission. Investors care because it signals who truly controls the economic outcome of an investment: like holding the only key to a safe, the holder can realize gains or losses and may trigger regulatory reporting, insider rules, or influence over corporate ownership.
Allocated shares financial
"The shares are allocated to individual participants under the Moog Inc. Retirement Savings Plan"





615394301

(CUSIP Number)
03/31/2026

(Date of Event Which Requires Filing of this Statement)


Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)




schemaVersion:


SCHEDULE 13G




Comment for Type of Reporting Person: The shares are allocated to individual participants under the Moog Inc. Retirement Savings Plan and are voted by the Trustee as directed by the participants to whom such shares are allocated. Any unallocated shares are voted on a particular matter by the Trustee in the same proportion as the allocated shares are voted on such matter. Based on 4,584,214 voting shares of Moog Inc.'s (the "Issuer") Class B Common Stock, $1.00 par value per share ("Class B Stock") outstanding on March 31, 2026, as provided by the Issuer.


SCHEDULE 13G



Moog Inc. Retirement Savings Plan
Signature:Paul Wilkinson
Name/Title:Paul Wilkinson, on behalf of the Moog Inc. Retirement Savings Plan Administrative Committee
Date:05/14/2026

FAQ

What stake does the Moog Inc. Retirement Savings Plan hold in MOG Class B stock?

The plan holds 1,755,855 shares of Class B common stock, representing 38.3% of Class B shares outstanding as of March 31, 2026. The count is based on 4,584,214 Class B shares outstanding.

How are the plan's Class B shares voted under the Moog Inc. Retirement Savings Plan?

Allocated shares are voted by the Trustee as directed by participants; unallocated shares are voted by the Trustee in the same proportion as allocated shares are voted on each matter, per the filing.

Does the filing show the plan can dispose of the shares it holds?

The filing reports the plan has sole power to dispose of 1,755,855 shares, and lists sole voting and dispositive power for that same amount as of the cover date in the filing.

What is the reference date for the outstanding Class B share count cited in the filing?

The filing cites 4,584,214 Class B shares outstanding as of March 31, 2026, and ties the plan's 38.3% ownership percentage to that outstanding figure.